Dylan Sosa Operations Associate

“Control what you can and let the rest fall into place.”


CONTACT: [email protected]

I recently graduated from Pacific University in Oregon with a BA in Business Administration and a concentration in finance, and I am thrilled to be starting my career in wealth management. I have always had a passion for being of service, and this role offers me the opportunity to help people feel confident in their financial life, an area that so many find unfamiliar or uncomfortable.

ON A PERSONAL NOTE: My hobbies include Olympic weightlifting and powerlifting - I plan to compete in a weightlifting competition soon – and working on cars, mainly focusing on building my Jeep for my annual Rubicon Trail trip in the Sierras. I also love using my car knowledge to flip cars, which is one way I have been paying for my student loans.